CMiC Project Management is a construction project collaboration and management solution. It centralizes project-related communications and documents onto one platform, and connects the job site with the back-end office.
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FollowUp CRM
Score 9.5 out of 10
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FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.
The platform is well suited for tracking project financials. The direct tie between the project budgets and costs on the accounting side makes this platform extremely valuable as we have real time cost data to make decisions from.
The platform is great in that it integrates the majority of our major processes. We can track a pursuit in Opportunity Management and push that information directly to a project. We hire people through the system and they are available to input on a project. We track time and pay people through CMiC and even manage our equipment fleet. This one platform satisfies a lot of our business needs, which makes our technology stack a bit easier to manage.
The platform as it stands today is not well suited for mobile consumption. We have users not use the mobile platform due to issues with losing data when not in wifi and issues with not understanding how to use the system.
Being from healthcare sector we have been using Followup CRM. It automatically sends all the notification and reminders. Also, helps with the follow-ups so that no prospect or leads can be missed. This is incredible tool one should definitely use. This tool allows us to track our progress and identify areas for improvement.
The user interface is similar to that of other project management software applications so folks in our company that had previously used other applications have been able to switch over fairly easily.
I really like the software and it was much less expensive than other applications.
I like the mobile application so that our superintendents can view the documentation on their phones.
I really like the punch list capability mobile field, however, we have a hard time getting our superintendents to use it for some reason.
Entering a code of the vendor instead of the company name while recording an invoice takes time and seems counter intuitive
Editing an invoice created through Image Management on the AP side is limited to description and address field. When changing the rest (invoice# or a date or an amount) - the whole trace of who entered/submitted/approved disappears. The way it works now is: deleting an invoice from the batch, locating it through Registry/invoice search, unsubmitting it, making changes, submitting, adding back to batch - time consuming
In Multiple distribution pop up window, when entering a new invoice, I'd make the field "Company" to be autofilled once "Job" is entered. It takes time to memorize what job number belongs to what company.
There is only web version available and it is limited compare to a desktop client. For instance I can only make one change at a time and save it. Multiple changes don't get saved in one click
It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
This is a platform that would continue to be in the best interest for our company. I just hope that CMiC support removes the gaps between the enhancements that they create to better the system to what they currently have
I believe it isn't easy to use and is unintuitive. Undecipherable error messages appear throughout the application without indicating what is wrong or how to correct it, in my experience. The terminology on the screens is specific to Canada, which adds to the confusion.
Because as overall product I consider that ir provides a lot of value, not only for the company as well as for the employees. Having your daily tasks organized and know that information is available for anyone that might want to help you achieving your goals is a must, and FollowupCRM provides that
Sometimes since this is a cloud based product the system can become slow but we haven’t had any issues of availability without CMiC first letting us know it would be down
The support team [has] been in touch with our deployment team and has given them effective guidance up to completion. It has helped us in [the] best methods of resource allocation and secure record-keeping process. We have tracked all our billing information and made the right payments with documentation and avoided [unnecessary losses]. [The] support team has [to] lead our teams to the right channels and empowering our team with the right skills for maximum production.
The training was on system functions and not really how best to use it for our business. It would have been nice to be provided recommendations for use rather than just a blank slate of functionality.
Lots of confusion between sales and implementation regarding what was included and not included...the security encountered a "bug" and made it extremely difficult to set up roles and individual responsibilities
CMiC Construction Platform is the best price point in the market. Others are revenue-based billings, and the annual fees reflect as such. CMiC Construction Platform support staff is generally amazing and offers real-time support on critical issues. The imaging and workflow functions are real-time savers. CMiC Construction Platform is generally a smaller and in touch organization that treats your team like their own and stays with you after the purchase.
My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales
I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
Payments or what the current status of the job is.
